DOXGX
Price
$270.93
Change
+$0.69 (+0.26%)
Updated
Jun 30 closing price
Net Assets
113.58B
SWLVX
Price
$60.69
Change
+$0.24 (+0.40%)
Updated
Jun 30 closing price
Net Assets
871.03M
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DOXGX vs SWLVX

Header iconDOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVXBanner chart's image
Dodge & Cox Stock X
Price$270.93
Change+$0.69 (+0.26%)
VolumeN/A
Net Assets113.58B
Schwab ® US Large-Cap Value Index
Price$60.69
Change+$0.24 (+0.40%)
VolumeN/A
Net Assets871.03M
DOXGX vs SWLVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. SWLVX (871M). SWLVX pays higher dividends than DOXGX: SWLVX (1.99) vs DOXGX (1.49). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (8 years). DOXGX (0.46) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. DOXGX (15.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 12.44 vs. DOXGX (6.85).
DOXGXSWLVXDOXGX / SWLVX
Total Expense Ratio0.410.041,171%
Annual Report Gross Expense Ratio0.460.041,314%
Fund Existence3 years8 years-
Gain YTD6.0015.571108%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B871M13,088%
Annual Yield % from dividends1.491.9975%
Returns for 1 year6.8512.4455%
Returns for 3 years30.1736.6082%
Returns for 5 yearsN/A76.57-
Returns for 10 yearsN/AN/A-
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